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Avantax Planning Partners’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

Avantax Planning Partners’s Portfolio REGL Stock Details REGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-621
Closed -$35K – 988
2018
Q3 		$35K Buy
+621
New +$35.2K ﹤0.01% 565

Other funds holding REGL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Avantax Planning Partners's REGL Position: Q4 2018 in Review

Avantax Planning Partners sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q4 2018, closing a stake of 621 shares — an estimated $35K sold.

Avantax Planning Partners first reported a position in REGL in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 86 funds tracked by Wall St. Rank hold REGL as of Q4 2018.

  • Avantax Planning Partners reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 621 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q4 2018, an estimated $35K.
  • Avantax Planning Partners first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $35K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.